Guides written for how decisions actually get made
Financial planning checklists, insurance claim walkthroughs, SIP primers, and regulatory summaries — indexed by topic, not by product.
Find what fits your current stage
Financial Planning
Insurance Guidance
Regulatory Essentials
Goal-mapping worksheets, SIP calculators, asset-allocation primers, and step-by-step guides for every life stage from first salary to retirement.
Coverage-sizing checklists, claim-process walkthroughs for life and health policies, and plain-language comparisons of term, endowment, and floater plans.
AMFI and SEBI framework summaries, KYC requirement explainers, grievance redressal procedures, and what the documented advice trail means for you.
Start with these four
First SIP — A plain-language guide to starting a systematic investment plan, what to check before you sign, and how to read your account statement.
Term Insurance Sizing — How to calculate the cover your family actually needs, not the maximum a policy permits. Includes a step-by-step worksheet.
Health Claim Checklist — Documents to keep ready, timelines to track, and escalation steps if a cashless claim is delayed or rejected.
SEBI Investor Rights — A two-page summary of your rights under SEBI regulations, the documented advice trail, and how to raise a grievance.
All guidance here is informational
Resources on this page are general in nature and do not constitute personalised investment advice. Sanchay is an AMFI-registered Mutual Fund Distributor. Every recommendation made in consultation is documented and provided to the client.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.